- InboxNew email at 9:47pm: "Check-up this week? Sore tooth." Classified as a new patient, mildly urgent.
- CRMNo existing record, so a patient record is created from the email.
- CalendarFinds two free slots (Thu 8:30am, Fri 3:15pm) and holds both for 30 minutes.
- InboxDrafts a reply offering both times and covering health fund questions.
- You"Send reply to new patient?"Waiting for you
- InboxReply sent. The patient picks Friday.
- Calendar + CRMBooks Friday 3:15pm, releases the Thursday hold and updates the record.
- SMSConfirmation sent now, reminder scheduled for the day before.
- SpreadsheetLogs the enquiry source to the weekly new-patient report.
Live demo · Clinics
A new-patient email at 9:47pm, booked by 9:52pm
Watch one run play out: the enquiry is read, a record created, times held, a reply drafted and approved, and the booking confirmed.
















